For Accountants
Eliminates prepared by client pain, automates engagement working papers, and enables continuous audit monitoring.

Without Validis


Manual labor intensive and time consuming request for information process for auditors and their clients.


Manual formatting of data in varying forms detract from higher value work and risks data quality.


Manual creation of financial reports and working papers drive additional resource inefficiencies.  

With Validis


At the touch of a button, Validis connects directly to your client’s accounting application and extracts an exact copy of their data.


Validis then interrogates the data for accuracy and produces standardized reports allowing you to directly populate your spread or other systems.


In just minutes, you have access to an unedited complete view of their financials for examination.


Fast Data Access. Financial Transparency. Bank-Grade Security.

Validis technology for accountants provides a 25% time savings on mid-market engagements. Our technology streamlines the PBC request and receipt process by extracting your client’s full transactional data directly from their accounting application. Then the data is encrypted, interrogated for accuracy, and transformed into over 80% of the working papers needed for engagement specific to audits, reviews, MDT, and compilations. Validis technology also provides vertical market specific working papers for nonprofit audits.

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Standardized Reports

Income Statement
Balance Sheet
Cash Flow Statement
Trial Balance
Aged Receivables Report
Receivables Movement Report
Aged Payables Report
Payables Movement Report
Full General Ledger Report
Full Journal Entries Report
Full Transactional History
Double Entry Level Drill Down Functionality

The Data Journey

1. Account Activation
Both you and your client sign up via a simple web portal

2. Client Verification
Client authorizes data access and automated data transmission begins

3. Data Interrogation
Validis technology drills down into the data set checking for anomalies and errors.

4. Standardized Reports
Provides over 80% of the working papers necessary for engagements, pre-mapped and delivered to you, complete with drill down functionality

5. Full Data Set Analysis
Download reports instantly from the online portal for comprehensive analysis

6. Online Access Anytime
Cloud-based technology means you can access data anytime and anywhere

The Benefits

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Reduced risk and increased efficiencies result in significant time and cost savings for you and your clients.

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Accurate financial data from your client’s accounting software to your screen in minutes, improving your client’s experience and saving you time.

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Regardless of your client’s accounting application, Validis produces standardized reports saving you time spent on manual formatting.

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With just a few clicks of the mouse, you have access to real time data providing an up-to-date, transparent view of the financials.

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ISO 27001 certified

SOC 3 certified

Patented, unique data encryption

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Unique, patented algorithms analyze and interrogate the data ensuring data quality is intact.

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